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Strategies & Market Trends : Sharck Soup

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To: aknahow who wrote (29284)	6/23/2001 10:50:09 AM
From: Sharck	Read Replies (1) of 37746

To George who wrote... "Would you short BGEN here? The Amevive conference call was a disaster and don't think all the negative implications are understood by many longs. The call came after the market close so I don't know how much it will influence non institutional trading. Disclosure, I am very long XOMA, which is involved with Xanelim a potential competitor to Amevive if both are approved by the FDA"... I have been playing long and short XOMA on momentum lately and trying to figure out how this will play out. But to be quite honest seems to be a coin toss right now as XOMA certainly needs the approval more then BGEN. I will try to read up on it and would appreciate any Pharmies out there giving their own opinion of how this may play out. Thanks for the heads up... S PS do you have access to the p-site? send an email to netrader@mindspring.com

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